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Finartis

Category
Consolidated Reporting
HQ
Switzerland

FINARTIS provides the most comprehensive Family Office administration solution. It offers a unique level of automation of investments from decision-making to financial statements.

Prospero was designed for Family Offices that need to manage their investment activity across all asset classes and produce accurate and timely financial statements.

Key Company Info

Have a look at the company, clients and references to learn whether this is a match for you.

Company

Facts about the company

Employees

50-100

Revenue

5M+

Founded

2016

Ownership

Owned by management

Incorporated

Switzerland

Locations
  • Lausanne
  • Dubai
  • Singapore
  • Manila
Top 5 Markets
  • Switzerland
  • United States of America
  • Singapore
  • United Arab Emirates
Total AUM

USD 500B+

Avg. AUM per client

USD 2B

Clients

Facts about the clients

Focus

Single family offices

Serves also
  • Multi family offices
  • Fund managers
  • Banks
Number

31

References

Request References

    What Finartis's clients say

    "Prospero’s unique modular design that integrates rules and workflow engines make it possible for smaller Fund Administrators such as Treppides Fund Services to benefit from a robust system otherwise only accessible to very large institutions."

    Andreas Yiasemides

    Partner, Treppides Fund Services Ltd

    Product

    Get an overview of what this software does.

    The basics

    Basics about the product

    Main tasks
    • Accounting
    • Risk Management
    • Data Aggregation
    • Trading (execution on platform)
    • Portfolio Management
    • Compliance
    • CRM
    • Consolidated Reporting
    Top features
    • Accounting
    • Cash Projection
    • Alternative investments
    • Custodian interfaces
    • Philanthropy Management
    • Analytics, Risk Management
    • Collateral Monitoring
    • Compliance
    • Consolidation
    Assets supported
    • Bankable assets
    • Private equity
    • Real estate
    • Rare collectibles
    Compliance
    • MiFID II
    • GDPR
    • UCITS
    Whitelabel

    Yes

    Download Detailed Feature List
    Technology

    Look under the hood

    Type of Software
    • SAAS
    Security
    • Encrypted Data
    • VPN Secured Network
    • User Authentication Full audit trail of users activity
    • Alerts in case of abnormal activity
    Ecosystem
    • Java
    • Linux
    • Microsoft
    • Google
    Integrations
    • Office 365
    • Bloomberg
    • Factset
    Mobile App

    Yes

    Reporting-specific features

    They handle reporting like this

    Type of data

    Transaction level data

    Accuracy
    • Daily reconciliation automatically at both transaction and position level
    • Instruments valuations provided by custodians automatically verified against a third-party source
    Custodians

    300+

    Time to new custodian

    1 month

    Multi-currency
    • Set multiple base currencies
    • Separate holding level gain/loss from currency gain/loss based on holding/position data, based on transaction data
    Pricing & Co

    Learn about the commercials

    Cost structure
    • Custodian use based
    • Seat based
    • Feature based
    Average cost p.a.

    USD 70K

    Support & Services

    Learn what support and services you can expect

    Support options

    General contact mail or phone, Dedicated contact, In person on site support

    Pricing of support

    Based on SLA, On use basis

    Onboarding

    3 months or more depending on the scope and data migration effort

    Customisation

    Any part of the system such as reports, dashboards and ad-hoc features.

    Bespoke development

    We can build client-specific modules that may or may not become part of the mainline. Any feature which is not available can potentially be built as a bespoke development.

    Added services

    Data entry, Software development

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